See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,241 | $80,717-96.0% | $154,803-97.9% | $84,808-96.2% |
| Participation rate | 68.7% | 66.8%+1.8pp | 78.1%-9.4pp | 68.3%+0.3pp |
| Annual return | 37.65% | 37.96%-0.3pp | 58.88%-21.2pp | 40.90%-3.3pp |
| Employer contribution / active EE | $517 | $2,761-81.3% | $4,305-88.0% | $2,631-80.3% |
| Participant deferral / active EE | $1,075 | $3,303-67.4% | $5,540-80.6% | $4,212-74.5% |
| Admin fee / account holder | $339 | $6,746-95.0% | $14,329-97.6% | $7,344-95.4% |